My portfolio¶

In [1]:
%load_ext autoreload
%autoreload 2

from collections import OrderedDict
from src.domain import *
from src.display.portfolio import display_portfolio
from src.data.shares import SHARES_DATA

funds = OrderedDict({
    "VTI": 0.175,
    "VTV": 0.1,
    "VNQ (REIT)": 0.075,
    "IJS": 0.2,
    
    "EAFE": 0.1,
    "EAFE Small-Cap": 0.1,
    
    "BND": 0.25
})
distribution = SharesDistribution(shares=FundsDistribution(funds))
display_portfolio(distrib=distribution, extra_stocks=OrderedDict({"S&P 500": SHARES_DATA["S&P 500"], "BND": SHARES_DATA["BND"]}))
Type Stock 75.0%
Bond 25.0%
Cap Large 60.0%
Small 40.0%
Term Long 100.0%
Region Us 80.0%
Ex-us 20.0%
Portfolio
VTI 17.5%
VTV 10.0%
VNQ (REIT) 7.5%
IJS 20.0%
EAFE 10.0%
EAFE Small-Cap 10.0%
BND 25.0%
Mean ret. Std | Portfolio S&P 500 BND
Portfolio 9.12% 11.21% | - 91.47% 13.63%
S&P 500 10.88% 15.18% | 91.47% - 17.7%
BND 6.72% 5.3% | 13.63% 17.7% -